State list
No family office profiles are listed within Montana on this page. Instead, the search includes 15 nearby offices, providing a wider starting point for founders, business owners, fund managers and advisors looking for potential investment partners. Because there are no in-state profiles, the page has no Montana city, office structure, investment focus, AUM or founding date counts to compare. Nearby firms may still be relevant depending on geography, mandate and willingness to consider opportunities outside their home market, but those points require direct verification. Use this page as a regional research entry point rather than evidence of local office coverage. Before approaching any firm, review its stated investment interests and determine whether your business, fund or transaction fits its criteria. The full list can help extend that research with contact and decision-maker information for the nearby offices.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
More family offices from nearby areas.
AMG National Trust Bank provides family office services through a team-based approach tailored to family goals and financial circumstances. Its services include wealth management, tax planning, and wealth transfer.
The CAPROCK Group is a multi-family office that provides financial solutions and wealth management services to client families. Its services include investment advice and support for preserving and growing family wealth.
Class VI Family Office is a multi-family office serving entrepreneurs, business owners, and executives, including families navigating business liquidity events. Its services include wealth planning, tax efficiency, asset protection, philanthropy, and coordination with other advisers.
Crestone Capital Advisors is an independent multi-family office serving entrepreneurs, business owners, and their families. Its stated investment areas include alternative markets, with a focus on real estate, hedge funds, commodities, and natural resources.
Bohemian Companies is a private family office for the Stryker family. Its investment activity includes entrepreneurship, technology, private equity, and real estate, with attention to social impact and financial returns.
Mantucket Capital is a single-family office that invests in private equity, private debt and special situations across multiple industries. It partners with management teams to support business growth.
Kortschak Investments is a single family office investment vehicle for the Kortschak family. It invests in early and growth-stage technology companies, including those working in artificial intelligence, healthcare, financial technology, and climate technology.
CNTR Capital manages assets for the Kunzi family and invests in small and medium-sized service businesses. Its current portfolio includes fitness technology, a health and wellness application, and commercial appliance repair and maintenance services.
IWP Family Office serves a group of individuals and families from varied backgrounds, including entrepreneurs, technology pioneers, real estate and financial professionals, athletes, and industry leaders.
Cherry Creek Family Offices provides financial counsel, investment and portfolio management, and personal services to a group of families. Its stated areas include oil and gas and alternative asset classes.
CĒDRUS Financial is a family advisory firm that helps client families coordinate wealth growth and protection strategies with family goals. Its stated investment area is fund of funds strategies.
ZOMALAB is the Walton family's private family office, combining impact investing, commercial activity, and philanthropy to support resilient communities. Its stated areas include energy, water, technology, workforce development, and community economic development.
Vigeo Investments is a private family office with investments in real estate, operating companies, and other private investments. It considers control and minority investments in middle market businesses across industries.
Life Line Financial Group is a multi-family office providing tailored financial services to families. Its services include financial planning, investment management, tax planning, accounting, and risk management.
Trees Family Office is the single family office for the Trees family and invests across several transaction types. Its areas include operating companies, commercial real estate, real estate-backed notes, intellectual property-backed assets and real estate technology companies.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
No. This page has no profiles identified within Montana. It includes fifteen nearby offices to offer a wider regional starting point. The nearby entries are not in-state firms, so check each office’s location and investment mandate before treating it as a relevant prospect.
With no in-state profiles available, nearby offices broaden the initial search for potential capital or research leads. A nearby location does not mean a firm invests in Montana or accepts opportunities from the state. Geography, mandate and willingness to consider a proposal need to be verified with each office.
No in-state investment focus counts are available because there are no profiles identified within Montana. The page’s nearby entries may have their own stated interests, which can be reviewed at the firm level. Use those details as screening information and confirm the office’s criteria before making contact.
Explain your location, opportunity and reason for contacting that particular office, then connect your proposal to its stated interests. Be direct about the capital needed and the role you are seeking. Confirm geographic fit and investment criteria first; nearby location alone does not establish that a firm will consider a Montana opportunity.
The full list provides contact data, decision makers and check size fields for the available profiles. These details can help you research and prioritize the nearby offices included in this search. They do not establish investment interest and do not promise an introduction, funding or other outcome.
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